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	<title>Financial Services Copywriting Archives - cathygoodwin.com</title>
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	<description>Build Your Business One Story At A  Time</description>
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	<title>Financial Services Copywriting Archives - cathygoodwin.com</title>
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		<title>For more productive networking, replace your elevator speech with an elevator story.</title>
		<link>https://cathygoodwin.com/elevatorstory/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=elevatorstory</link>
		
		<dc:creator><![CDATA[CathyG]]></dc:creator>
		<pubDate>Sun, 16 Mar 2025 11:54:00 +0000</pubDate>
				<category><![CDATA[Financial Services Copywriting]]></category>
		<category><![CDATA[Copywriting]]></category>
		<category><![CDATA[Professional Services Marketing]]></category>
		<guid isPermaLink="false">https://cathygoodwin.com/?p=5302</guid>

					<description><![CDATA[Elevator speeches can be boring: &#8220;You know how stressed-out people...]]></description>
										<content:encoded><![CDATA[<p><img fetchpriority="high" decoding="async" class="size-full wp-image-18228" src="https://cathygoodwin.com/wp-content/uploads/2019/11/elevator-pitch-700.jpg" alt="elevator speech with storytelling for small business marketing" width="700" height="467" srcset="https://cathygoodwin.com/wp-content/uploads/2019/11/elevator-pitch-700.jpg 700w, https://cathygoodwin.com/wp-content/uploads/2019/11/elevator-pitch-700-600x400.jpg 600w, https://cathygoodwin.com/wp-content/uploads/2019/11/elevator-pitch-700-300x200.jpg 300w" sizes="(max-width: 700px) 100vw, 700px" /></p>
<p>Elevator speeches can be boring: &#8220;You know how stressed-out people get when they are changing careers? Well, I have a three-step system &#8230;&#8221;</p>
<p>The variation: &#8220;I work with stressed-out corporate executives who want to find a new career while they&#8217;re still employed.&#8221;</p>
<p>It&#8217;s like watching that commercial where the dog gets a beer from the refrigerator and then we hear lapping sounds. I loved the commercial but couldn&#8217;t tell you the brand of beer.</p>
<p>Instead, take a page from the copywriting books and replace your elevator speech with your elevator story.</p>
<p><strong>Elevator Story Examples</strong></p>
<p>Some time ago I met a money coach who opened with, &#8220;I help clients manage their finances. For example, one client was a recently divorced woman who just suffered a devastating financial loss. She was afraid she&#8217;d have to declare bankruptcy. Two years later, she&#8217;s living in her own home and buying investment property.&#8221;</p>
<p>Everyone in hearing distance leaned over to ask her, &#8220;Can I have your card?&#8221; Either we knew someone like that client &#8230; or we <em>were</em> that client.</p>
<p>One of my own stories goes like this:</p>
<p>&#8220;One client had a beautiful website.  But all his revenue came from face-to-face networking events. We overhauled the website, added an e-course and created a section to showcase his services. Now the website brings in serious inquiries. He&#8217;s beginning to close sales after a single phone call.&#8221;</p>
<p>Here&#8217;s how to use stories to spruce up your elevator pitch:</p>
<p><strong>(1) </strong><strong style="font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;">Your listeners will put themselves into the story.</strong></p>
<p>Have characters the audience can relate to.</p>
<p><strong>(2) Incorporate an element of surprise.</strong></p>
<p>How will the hero escape? The situation seem hopeless. Maxed-out credit cards. Content that puts people to sleep. Web designers who disappear.</p>
<p><strong>(3) Start in the middle.</strong></p>
<p>What do clients say when they come to you? That&#8217;s where you begin.</p>
<p><strong>(4) Make them say, &#8220;I want what they&#8217;re having.&#8221;</strong></p>
<p>The idea is to get your audience supremely jealous of the people in your story. Then you break the news: It could be yours too.</p>
<p><strong>(5) Skip the origin story. </strong></p>
<p><span style="font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;">Let them get to know you first. </span></p>
<p>Learn more in my <a href="https://amzn.to/3DV7oJW">Amazon kindle book, Grow Your Business One Story At A Time.</a> It&#8217;s free on Kindle Unlimited,</p>
<p>And if you&#8217;d like to work with me to find your own story, check out my consultation: <a href="https://cathygoodwin.com/storyconsult">http://mycopy.info/storyconsult</a></p>
<p><script src="//static.leadpages.net/leadboxes/current/embed.js" async defer></script></p>
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		<title>&#8220;Can&#8217;t use stories in MY business&#8230;we talk about money!&#8221;</title>
		<link>https://cathygoodwin.com/finstory/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=finstory</link>
		
		<dc:creator><![CDATA[CathyG]]></dc:creator>
		<pubDate>Wed, 28 Apr 2021 10:14:00 +0000</pubDate>
				<category><![CDATA[also in medium]]></category>
		<category><![CDATA[Financial Services Copywriting]]></category>
		<category><![CDATA[Financial services marketing]]></category>
		<category><![CDATA[financial services storytelling]]></category>
		<guid isPermaLink="false">https://cathygoodwin.com/?p=17301</guid>

					<description><![CDATA[When I say &#8220;strategic storytelling&#8221; to a group, at least...]]></description>
										<content:encoded><![CDATA[<p><img decoding="async" class="aligncenter size-full wp-image-17302" src="https://cathygoodwin.com/wp-content/uploads/2019/03/no-stories.png" alt="storytelling for small business, strategic storytelling " width="700" height="400" srcset="https://cathygoodwin.com/wp-content/uploads/2019/03/no-stories.png 700w, https://cathygoodwin.com/wp-content/uploads/2019/03/no-stories-600x343.png 600w, https://cathygoodwin.com/wp-content/uploads/2019/03/no-stories-300x171.png 300w" sizes="(max-width: 700px) 100vw, 700px" /></p>
<p><span id="more-17301"></span>When I say &#8220;strategic storytelling&#8221; to a group, at least one person will say, &#8220;I don&#8217;t see how storytelling fits my business.&#8221; That&#8217;s especially true when the group includes financial services businesses.</p>
<p>That&#8217;s a reasonable comment if you buy into the most common advice offered for business storytelling: &#8220;Tell your story. Show how you struggled.&#8221; People don&#8217;t want to work with a financial advisor or a money coach who&#8217;s just recently rolled out of debt.</p>
<p>The advice to &#8220;be vulnerable&#8221; and &#8220;show you struggled&#8221; doesn&#8217;t work for most business owners. Those stories seem particularly dangerous for anyone who&#8217;s in a position requiring trust. We want to focus on their expertise and problem-solving success, not their weakness and loss.</p>
<p>But I have to meet a service-based business owner who couldn&#8217;t benefit from a good story.So let&#8217;s dive into the story basics,</p>
<p><strong>(1) Your first step is to identify your story archetype,</strong> using this free guide.&nbsp;<a href="http://mycopy.info/brandsteps" target="_blank" rel="noopener noreferrer" data-saferedirecturl="https://www.google.com/url?q=https://el2.convertkit-mail.com/c/lmu3g3p3qcmhklrnq/p8heh9h3demqln/aHR0cDovL215Y29weS5pbmZvL3N0b3J5d29ya2Jvb2s%3D&amp;source=gmail&amp;ust=1552174940707000&amp;usg=AFQjCNHUUMv8UrfDTaBhik48wpA506Zqsw">http://mycopy.info/<wbr>brandsteps</a></p>
<p><strong>(2)&nbsp; Start with the goal, not the story.</strong></p>
<p>Let&#8217;s look at three financial planners &#8212; same type of business but different approaches to branding.</p>
<p>Julie fits the Educator Archetype. She&#8217;s identified three ways a family might start a college fund for their children, based on their values. So she tells a story to compare the way the Smith, Jones and Green families carve out savings, given they have the same income but very different values and lifestyles.</p>
<p>Stan fits the Role Model archetype. He relates to clients as a friendly mentor. He loves working with clients who have never invested in anything but a savings account at the bank.</p>
<p>Stan can talk about growing up on a farm, joining the military, and discovering that small amounts will grow into big investments. Maybe he started helping his fellow soldiers with their taxes. Or he can share stories of people he helped, who were surprised how they were able to build a solid portfolio without spending time to learn the system.</p>
<p>Gina fits the Inventor archetype. She&#8217;s developed a novel way to approach the whole topic of planning for people in a certain income bracket. She even wrote a book on it, sharing some unusual ideas, such as &#8220;Rent your home, don&#8217;t buy.&#8221;</p>
<p>Gina&#8217;s stories will feature people who adopted her innovative approach and succeeded. She won&#8217;t need to share stories about herself. She&#8217;s branding with a program that no one else can offer.</p>
<p><strong>(3) Finally,&nbsp; tell only stories that make you feel good about promoting yourself.</strong></p>
<p>Ignore the oft-quoted advice to &#8220;bare your soul,&#8221; unless you feel really comfortable sharing the backstories of your life. Most likely you won&#8217;t have to.</p>
<p>Just recently I was advising a client on a sales letter.</p>
<p>&#8220;Don&#8217;t I need to tell my story?&#8221; she asked.</p>
<p>Her story didn&#8217;t support any of the points she wanted to make. Basically, she decided to go into business, hired a coach, and drew on her corporate background. Nothing to tell!</p>
<p>&#8220;I just heard a webinar where they advised us to &#8216;Go Naked,'&#8221; she said mischievously. &#8220;But I&#8217;m glad I don&#8217;t have to.&#8221;</p>
<p>She felt more comfortable keeping her virtual clothes on. So she shared a couple of strong success stories from her ideal clients.</p>
<p>As we talked, she realized she&#8217;s got a dozen more stories just waiting to be told in good time. And she wasn&#8217;t surprised when we recognized her as an Innovator archetype. She had developed a financial services firm with some innovative products and services, targeting single and newly-divorced women. She used conventional financing wisdom, but her packaging was customized to appeal to this often-neglected (but potentially lucrative) segment.</p>
<p>If you&#8217;d like to talk about your own business and your needs for creating persuasive, high-converting content, let&#8217;s set up a consultation. <a href="http://mycopy.info/storyconsult" target="_blank" rel="noopener noreferrer" data-saferedirecturl="https://www.google.com/url?q=https://el2.convertkit-mail.com/c/lmu3g3p3qcmhklrnq/68ueh8hkw4z9d9/aHR0cDovL215Y29weS5pbmZvL3N0b3J5Y29uc3VsdA%3D%3D&amp;source=gmail&amp;ust=1552174940707000&amp;usg=AFQjCNHOKSjM0jAX5paSlYItmPnb3ysiEg">Click here to learn more</a> or <a href="https://cathygoodwin.com/contact/">send a message via this contact form</a> if you have questions.</p>
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